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Retirement tax questions
Capital gains (re-invested dividends, etc.) inside a Roth IRA must be reported as tax-exempt interest on a tax return.* Does that mean the capital gains inside a Roth 403b or Roth 401k must also be reported as tax-exempt interest?
*It's reported to the IRS for informational reasons and used to calculate MAGI.
‎December 22, 2020
11:58 AM